Updated
Wendy’sWEN · Consumer Cyclical
$8.15+2.64%
Market cap$1.6B
IndustryRestaurants
Wendy’s (WEN) Superinvestor holders
20 of the superinvestors we track hold Wendy’s (WEN) in their latest 13F filings, $449M in total.
Summary
The largest holder is Nelson Peltz (Trian Fund Management), with $253M, 6.0% of the portfolio.
In their latest quarter: 4 opened a new position, 6 added, 9 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Nelson Peltz Trian Fund Management |
Added | 30,468,434 | $253M | 6.0% | Q2 2026 |
| Prem Watsa Fairfax Financial Holdings |
Added | 8,005,627 | $66M | 2.5% | Q2 2026 |
| Bill Nygren Harris Associates LP |
Trimmed | 5,587,137 | $46M | 0.1% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
Added | 1,915,535 | $16M | 0.0% | Q2 2026 |
| Hotchkis & Wiley Hotchkis & Wiley Capital Management |
Added | 1,911,960 | $16M | 0.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | 1,485,727 | $12M | 0.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 1,368,445 | $11M | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | 1,350,030 | $11M | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 898,018 | $7M | 0.0% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
New position | 353,023 | $3M | 0.0% | Q2 2026 |
| Jimmy Levin Sculptor Capital Management |
New position | 200,000 | $2M | 0.0% | Q2 2026 |
| Jim Simons Renaissance Technologies |
Trimmed | 185,782 | $2M | 0.0% | Q2 2026 |
| Alan Howard Brevan Howard |
Trimmed | 174,961 | $1M | 0.0% | Q2 2026 |
| Murray Stahl Horizon Kinetics LLC |
Trimmed | 108,803 | $901,977 | 0.0% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
New position | 43,300 | $358,957 | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
New position | 43,067 | $357,025 | 0.0% | Q2 2026 |
| Jeremy Grantham GMO |
Added | 30,683 | $254,362 | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 19,740 | $163,645 | 0.0% | Q2 2026 |
| Mark Boyar Boyar Asset Management |
Trimmed | 22,167 | $141,422 | 0.1% | Q3 2026 |
| Josef Lakonishok LSV Asset Management |
Held | 9,800 | $63,000 | 0.0% | Q3 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 20 |
| Q1 2026 | 21 |
| Q4 2025 | 17 |
| Q3 2025 | 16 |
| Q2 2025 | 13 |
| Q1 2025 | 13 |
| Q4 2024 | 17 |
| Q3 2024 | 14 |
Questions about Wendy’s
Which superinvestors own Wendy’s?
20 of the superinvestors we track hold Wendy’s (WEN) in their latest 13F filings, $449M in total. Nelson Peltz, Prem Watsa, Bill Nygren, Steve Cohen, Hotchkis & Wiley, Cliff Asness.
Who is the largest superinvestor holder of WEN?
The largest holder is Nelson Peltz (Trian Fund Management), with $253M, 6.0% of the portfolio.
From Wendy’s's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.